Bank Based Financial Planner

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  • Category: Jobs - Insurance
  • Region: Gauteng
  • Published: 27/10/2020
  • Ad Type: Jobmail Affiliate

My client in the Banking sector is looking for talented Individuals, with Financial Planning experience, to be based in Gauteng and work remotely.

To sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.
To provide appropriate financial and estate planning advice to a selected portfolio / segment of the clients customers and offer appropriate financial solutions to solve for their financial needs.
Prospects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients.
Analyses clients' current and future financial needs
Develops appropriate proposals in line with customer requirements and in line with suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).
Applies product and service knowledge to meet client needs.
Establishes and builds strong relationships with staff within own network (i.e., branch, suite) in order to maximise business opportunities.


Own Car
RE 5 Certificate
Wealth Planning qualification ADV.
At least 3-5 years financial planning industry related experience
Must not be under any supervision

60/40 Comm Split
Laptop & 3G
Should you meet the requirements email ref:LK

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